by Sylvester Knox | Dec 22, 2021 | Personal Finance
Financial planning is essential for a successful new year. Without a plan, it can be easy to let the finances get out of control. Financial wellness gives people peace of mind and is the first step to living financially healthy. That is why many people have this as...
by Sylvester Knox | Dec 22, 2021 | Personal Finance
The markets have been volatile over the past few years, making it a difficult environment in which to plan a long-term investment strategy. However, someone needs to start thinking about their plan for 2022 now to capitalize on opportunities and minimize risk. Here...
by Sylvester Knox | Nov 18, 2021 | Personal Finance, Retirement
Wills and trusts can help minimize the burden of transferring assets to heirs after your death. They can also help minimize the tax liability that comes with it. When wealth is passed down to a subsequent generation, it becomes more involved. What Are Wills? A will is...
by Sylvester Knox | Nov 18, 2021 | Personal Finance, Retirement
It’s important to note that it’s costly to raise a child, and before one decides to become a parent, some things need to be addressed first and foremost. A child comes with a large number of expenses such as daycare, diaper costs, health insurance, and so...
by Sylvester Knox | Oct 25, 2021 | Personal Finance, Retirement
A Roth IRA is a type of investment account that provides tax-advantaged growth and withdrawals. There are many advantages to using a Roth IRA, but there are also disadvantages. In this article, we will explore the pros and cons of these types of accounts to help you...
by Sylvester Knox | Oct 25, 2021 | Personal Finance, Retirement
If you own assets and don’t have a will, you are probably leaving the state to distribute your items after your passing. It may also lead to conflict between family members, and you should organize all your property details correctly. Fortunately, you have many...
